Story

Our client provides data-driven solutions for insurance, healthcare, banking, and manufacturing businesses. The consulting company platform empowers organizations with valuable insights into their digital operations, understanding business metrics and enabling them to identify significant opportunities to improve effectiveness.

Problem The Client faced

The company recognized the need for a more streamlined approach to sales operations. They noticed a gap between marketing and sales efforts they needed to address.

The client required a scalable solution that could adapt to their evolving needs and centralize their diverse tech stack into a single platform, making it easier to manage multi-channel customer interactions.

Challange

The consulting company chose Redtag's Quick Start package to begin their Salesforce implementation, a comprehensive and cost-effective solution ideal for their budget and tight deadlines. The project started in February of 2023 and involved a consultant and a solution architect from our team.

Within the Quick Start, we completed 45 hours of configuration work. So, what did we do exactly?

Configured the Salesforce Sales Cloud, including standard objects and processes tailored to the company's specific needs;
Conducted a successful data migration from HubSpot to Salesforce, ensuring a seamless transition;
Provided user and admin training to ensure the client's team could work efficiently on the new system;
Installed two third-party application packages to support marketing and customer success efforts. Redtag built custom processes for these applications, ensuring seamless integration across systems.

Challange

What is the impact?

With Redtag's help, the consulting company could track all the essential information, match client budgets to specific products, and seamlessly migrate their contacts, leads, and opportunities from their previous CRM system to Salesforce. The new opportunities are the following:

search leads according to budget requirements;
tracking marketing activities and gaining insights from competitor research;
using HubSpot, the old system, as CMS while having a single source - Salesforce.

Our Quick Start service is ideal for small businesses just starting with Salesforce. It offers roughly 45 hours of work without any custom coding required. We work with basic objects and standard AppExchange tools, providing simple, straightforward solutions to bring you and your customer closer!

Clouds & Technologies